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144 | Breakaway from the old Franchise model with Shea + Michelle

Apr 16, 2024

In this interview episode, I’m chatting with Shea & Michelle, founders of Breakaway Bookkeeping + Advising. We delve into the innovative franchise model that encourages entrepreneurship and supports a healthy work-life balance,...

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142 ⎸ Am I Ready for CFO Services? With Charles Leikauf

Apr 02, 2024

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of...

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135 ⎸ What’s so great about The Bookkeeping Business Accelerator®️?

Jan 30, 2024

This is a very special episode, where you get to hear from current and past VIP students inside of the Bookkeeping Business Accelerator®! If you’ve wanted to know what has been the biggest help/game changer for my students, tune in to...

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134 ⎸ How to grow a multi six-figure business

Jan 23, 2024

In this solo episode, I delve into the complexities of growing a multi six-figure business and share insights on efficiency, workflow management, and hiring strategies crucial for business scalability.

In this episode you’ll hear:
  • the...
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131 | How to setup books for Real Estate Investors with Nick Baldo

Jan 02, 2024

In this interview episode, I’m chatting with Nick Baldo, Real Estate Investor & Online Educator, about how bookkeeping needs to be setup and the various nuances of real estate investment businesses. As a bonus at the end, we chat about...

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130 | Growing your business through podcasting with Shannon Weinstein

Dec 26, 2023

In this episode, I chat with Shannon Weinstein, CPA and host of Keep What You Earn podcast. Join us as we explore the power of intentional podcasting and its role in growing in your biz!

In this episode you’ll hear:
  • 3 areas you need to...
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104 ⎸ [Q&A] Goal-setting & Financial Planning

Jun 27, 2023

In this Q&A episode, Serena discusses the importance of goal-setting and walks you through a special visualization exercise. She also talks about how to increase leads, shares strategies for attracting the type of clients you want, and dives...

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[BONUS] Case Study - Misa Bacon, from my very first BBA cohort

May 23, 2023

In this BONUS case study episode, you'll hear all about an amazing BBA Alum, Misa Bacon, and her bookkeeping biz journey. If you've been unsure about joining BBA, I highly recommend tuning in!

In this episode you’ll hear:
  • Misa’s...
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98 ⎸ Balancing Client Acquisition with Delivering on Promises

May 16, 2023

In this episode, Serena talks about how to balance gaining new clients with delivering on promises for current clients.

In this episode you’ll hear:
  • Prioritize communication with current clients
  • Schedule specific times for client...
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97 ⎸ From Public Accounting to Firm Owner with Stephen Crandall, CPA

May 09, 2023

We want your questions! We’re putting together a special episode for our 100th episode. We’d love for you to submit a question to be answered on air! Record a voicenote and email it to [email protected] with the subject...

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